Ridgewood Investments’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$244K Buy
+11,127
New +$309K 0.1% 190
2025
Q3
$764K Sell
19,071
-125
-0.7% -$4.63K 0.32% 94
2025
Q2
$465K Sell
19,196
-6,222
-24% -$137K 0.2% 119
2025
Q1
$423K Buy
25,418
+1,144
+5% +$25.8K 0.2% 128
2024
Q4
$545K Hold
24,274
0.26% 101
2024
Q3
$549K Sell
24,274
-3,503
-13% -$60.5K 0.27% 99
2024
Q2
$452K Buy
27,777
+449
+2% +$9.61K 0.23% 117
2024
Q1
$730K Buy
27,328
+6,186
+29% +$194K 0.39% 82
2023
Q4
$864K Buy
+21,142
New +$652K 0.51% 66
2023
Q3
Sell
-1,902
Closed -$82.6K 723
2023
Q2
$82.6K Hold
1,902
0.05% 260
2023
Q1
$61.7K Buy
+1,902
New +$61.2K 0.04% 309

Other funds holding U

Ridgewood Investments's U Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Unity (U) in Q1 2026: 11,127 shares worth $244K. The stake represents 0.1% of the portfolio and ranks #190 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in U as recently as Q3 2025.

Ridgewood Investments first reported a position in U in Q1 2023 and has held it in 11 quarters since. The position peaked at $864K in Q4 2023. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Ridgewood Investments held 11,127 shares of Unity worth $244K as of Q1 2026.
  • Unity was a new Ridgewood Investments position in Q1 2026.
  • Unity made up 0.1% of Ridgewood Investments's portfolio in Q1 2026, its #190 holding.
  • Ridgewood Investments first reported a position in Unity in Q1 2023 and has held it in 11 quarters since.
  • Ridgewood Investments's Unity position peaked at $864K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.